- About HACCP Compliance Checklists in Touch
- Creating an HACCP Compliance Checklist (via Touch Admin)
- Creating an HACCP Compliance Checklist - Video Tutorial (4:36)
- Duplicating an HACCP Compliance Checklist
- Editing an HACCP Compliance Checklist
- Deleting an HACCP Compliance Checklist
- Moving HACCP Compliance Checklist to Another Folder
About HACCP Compliance Checklists in Touch
You can create custom HACCP compliance checklists in Touch that allow staff to input responses to questions about food safety protocols as per HACCP.
The Touch screenshot below is an example of the format of the checklist, showing the different input type controls (e.g., text field, check box, drop-down, etc.) available for a question (right-click image to open and expand in new tab).
In addition, for each question, there is the ability for the user to select if corrective action was taken via the Corrective Action check box. When the check box is selected, the user can select the type of corrective action. For example, Equipment Evaluation, Immediate, or Preventative.
Creating an HACCP Compliance Checklist (via Touch Admin)
HACCP compliance checklists are created in Touch Admin. To create an HACCP checklist, complete the following steps.
- In Touch Admin, select HACCP HQ (under Location Setup). The HACCP HQ screen appears.
- Click the Report Manager tab.
- Any report (i.e., checklist) that you create will need to be stored in a folder for organizational purposes:
- If a folder already exists for you to store your new report, then proceed to step 4.
- If a folder does not exist, or if a new folder needs to be created that is appropriate for your new report, then click the Create New Folder button. The Create New Folder pop-up appears (screenshot below). Enter the name of the folder and click the Create button to create the folder. Then proceed to step 4.
- At the top right of the screen, click the New Report button. The Create Report screen appears.
- Enter or select the following:
- Report name - enter a name for the report (this name appears on Touch).
- Report folder - select the folder to store the report.
- If the report is to be completed by staff by a certain time each day, then select the Track to Ensure Report is Completed by a Certain Time Daily check box. Then enter the time in the field that appears (screenshot below).
- Your report will be organized into sections. Click the Add Section button, and enter a name for the section.
- You enter questions into a section. To add a question to a section, click its Add Question button. The screen refreshes with a Question field and a Question type field.
- In the Question field, type the question. For example, "Time meal was delivered?".
- In the adjacent Question type drop-down, select the data type of the questions, which determines the type of input control the user interacts with when answering the question in Touch. The following data types are available:
- String - the Touch input control is a string type field, which allows 100 characters
- Text - the Touch input control is a text type field, which allows unlimited characters.
- Checkbox - the Touch input control is a check box.
- Select - the Touch input control is a drop-down with options to select from.
- Boolean - the Touch input control is a true/false slider.
- Number - the Touch input control is a number type field, allowing only numbers to be entered.
- Date - the Touch input control is a date type field, allowing a date to be entered via a pop-up calendar function.
- Time - the Touch input control is a time type field, allowing a time to be entered via a pop-up time function.
- Temperature - the Touch input control is a temperature field, allowing a number to be entered and the option of selecting C or F.
- The Touch screenshot below is an example of the input controls based on each data type (right-click image to expand in new tab).
- Add any remaining questions to sections as needed.
- When finished, click the Save Report button. You are returned to the Report Manager screen, where the newly-created report is listed in its assigned folder.
Creating Corrective Action Options
For each question, there is the ability for the user to select if corrective action was taken via the Corrective Action check box. When the check box is selected, the user can select the type of corrective action. For example, Equipment Evaluation, Immediate, or Preventative.
These corrective action types are created by you in Touch Admin. To do so, complete the following steps:
- In Touch Admin, select HACCP HQ (under Location Setup). The HACCP HQ screen appears.
- Select the Setting tab. Any existing corrective actions are listed.
- Click the Add Corrective Action button. The screen refreshes as follows:
- In the Name field enter a name for the corrective action.
- Click the Add Corrective Action button. You are returned to the main screen where the newly-added corrective action is listed.
Creating an HACCP Compliance Checklist - Video Tutorial (4:36)
The following video tutorial walks you through how to create an HACCP compliance checklist in Touch Admin:
Duplicating an HACCP Compliance Checklist
Rather than creating an HACCP compliance checklist from scratch, you can duplicate an existing HACCP compliance checklist and make appropriate edits to it. To duplicate an HACCP compliance checklist, complete the following steps:
- In Touch Admin, select HACCP HQ (under Location Setup). The HACCP HQ screen appears.
- Click the Report Manager tab. A list of existing reports (i.e., HACCP compliance checklists) appear.
- For the report you want to duplicate, click its Action control and select Duplicate (first screenshot below). A confirmation message appears (second screenshot below).
- Click the Duplicate button. The report is duplicated and saved in the existing folder of the original report. You can now make edits to the duplicated report; see Editing an HACCP Compliance Checklist.
Editing an HACCP Compliance Checklist
To edit an existing HACCP compliance checklist, complete the following steps:
- In Touch Admin, select HACCP HQ (under Location Setup). The HACCP HQ screen appears.
- Click the Report Manager tab. A list of existing reports (i.e., HACCP compliance checklists) appear.
- For the report you want to edit, click its Action control and select Edit Report.
- The report appears for editing. Rather than repeat the instructions here on editing a recipe, the same details can be found above in the Creating an HACCP Compliance Checklist topic (start at step 5).
Deleting an HACCP Compliance Checklist
To delete an HACCP compliance checklist, complete the following steps:
- In Touch Admin, select HACCP HQ (under Location Setup). The HACCP HQ screen appears.
- Click the Report Manager tab. A list of existing reports (i.e., HACCP compliance checklists) appear.
- For the report you want to delete, click its Action control and select Delete (first screenshot below). A confirmation message appears (second screenshot below).
- Click the Delete button. The report is deleted.
Moving HACCP Compliance Checklist to Another Folder
To move an HACCP compliance checklist to another folder, complete the following steps:
- In Touch Admin, select HACCP HQ (under Location Setup). The HACCP HQ screen appears.
- Click the Report Manager tab. A list of existing reports (i.e., HACCP compliance checklists) appear.
- For the report you want to move, click its Action control and select Change Folder (first screenshot below). The Change Report Folder pop-up appears (second screenshot below).
- Select the folder to move the report to, and click the Save button. The report is moved.